LPAM
Lodestar Private Asset Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13M | Buy |
530,828
+15,677
| +3% | +$383K | 1.49% | 19 |
|
|
2025
Q1 | $11.4M | Buy |
515,151
+19,962
| +4% | +$441K | 1.43% | 19 |
|
|
2024
Q4 | $11.5M | Buy |
495,189
+326,928
| +194% | +$7.58M | 1.44% | 18 |
|
|
2024
Q3 | $11.4M | Buy |
168,261
+4,151
| +3% | +$282K | 1.45% | 20 |
|
|
2024
Q2 | $10.5M | Sell |
164,110
-4,521
| -3% | -$290K | 1.45% | 19 |
|
|
2024
Q1 | $10.5M | Buy |
168,631
+644
| +0.4% | +$40K | 1.49% | 18 |
|
|
2023
Q4 | $9.47M | Buy |
167,987
+5,047
| +3% | +$285K | 1.45% | 18 |
|
|
2023
Q3 | $8.24M | Buy |
162,940
+5,235
| +3% | +$265K | 1.41% | 18 |
|
|
2023
Q2 | $8.26M | Sell |
157,705
-1,301
| -0.8% | -$68.1K | 1.39% | 20 |
|
|
2023
Q1 | $7.69M | Sell |
159,006
-2,599
| -2% | -$126K | 1.37% | 21 |
|
|
2022
Q4 | $7.3M | Buy |
+161,605
| New | +$7.3M | 1.4% | 22 |
|